Betterment LLC’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Sell	650 -4	-0.6%	-$1.31K	﹤0.01%	486
2025 Q1	$205K	Buy	654 +4	+0.6%	+$1.25K	﹤0.01%	454
2024 Q4	$227K	Buy	650 +5	+0.8%	+$1.75K	﹤0.01%	423
2024 Q3	$209K	Buy	+645	New	+$209K	﹤0.01%	418